Financial Partners Group (Tennessee)’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Partners Group (Tennessee)’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-975	Closed	-$574K	–	83
2024 Q4	$574K	Buy	975 +127	+15%	+$75.2K	0.24%	64
2024 Q3	$489K	Buy	848 +4	+0.5%	+$2.22K	0.18%	70
2024 Q2	$462K	Buy	844 +2	+0.2%	+$1.05K	0.18%	73
2024 Q1	$443K	Buy	842 +3	+0.4%	+$1.5K	0.17%	73
2023 Q4	$401K	Buy	839 +7	+0.8%	+$3.13K	0.18%	67
2023 Q3	$357K	Hold	832	–	–	0.17%	67
2023 Q2	$371K	Buy	832 +3	+0.4%	+$1.26K	0.19%	62
2023 Q1	$341K	Buy	829 +3	+0.4%	+$1.2K	0.18%	64
2022 Q4	$317K	Buy	+826	New	+$319K	0.19%	60

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Financial Partners Group (Tennessee)'s IVV Position: Q1 2025 in Review

Financial Partners Group (Tennessee) sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 975 shares — an estimated $574K sold.

Financial Partners Group (Tennessee) first reported a position in IVV in Q4 2022 and held it in 9 quarters. The position peaked at $574K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Financial Partners Group (Tennessee) reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Financial Partners Group (Tennessee) sold 975 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $574K.
Financial Partners Group (Tennessee) first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 9 quarters.
Financial Partners Group (Tennessee)'s iShares Core S&P 500 ETF position peaked at $574K in Q4 2024.
3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q1 2025, filed 18 Apr 2025.